|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Luther Forest Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 142714 |
| SEC # | 801-67506 |
| CIK # | |
| AUM | $83.6 M (2025-02-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 518-899-5904 |
| Address | 2715 Route 9 Malta, NY 12020 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 32.5 |
| (b) Individuals (high net worth individuals) | 27 | 50.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 441 | 83.6 |
| By Discretionary | ||
| Discretionary | 440 | 83.6 |
| Non-Discretionary | 1 | 0.1 |
| Total | 441 | 83.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 82.4 | |
| Total | 441 | 83.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
White Lighthouse Investment Management SARL
✚
|
0.1 | |
|
Sterling Asset Management Co Inc
✚
|
0.1 | |
|
Capital Design Private Wealth LLC
✚
|
NH | 0.1 |
|
Rubin Overseas Ltd
✚
|
0.1 | |
|
Capital Endurance Group Inc
✚
|
GA | 0.1 |
|
DMK Advisor Group Inc
✚
|
FL | 0.1 |
|
SHFP LLC
✚
|
0.1 | |
|
Walnut Investment Services LLC
✚
|
NY | 0.1 |
|
LK Financial Planning LLC
✚
|
NY | 0.1 |
|
CK Advisors LLC
✚
|
0.1 |